Lee Capital Holdings’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-60,871
| Closed | -$6.51M | – | 68 |
|
|
2021
Q2 | $6.51M | Buy |
60,871
+41,524
| +215% | +$4.44M | 3.28% | 7 |
|
|
2021
Q1 | $2.3M | Buy |
19,347
+220
| +1% | +$26.2K | 1.02% | 30 |
|
|
2020
Q4 | $2.18M | Sell |
19,127
-42,790
| -69% | -$4.87M | 1.28% | 26 |
|
|
2020
Q3 | $6.38M | Buy |
61,917
+17,782
| +40% | +$1.83M | 3.73% | 4 |
|
|
2020
Q2 | $4.31M | Buy |
44,135
+16,575
| +60% | +$1.62M | 3.95% | 4 |
|
|
2020
Q1 | $2.62M | Buy |
+27,560
| New | +$2.62M | 2.16% | 12 |
|
|
2018
Q3 | – | Sell |
-43,676
| Closed | -$3.24M | – | 85 |
|
|
2018
Q2 | $3.24M | Buy |
+43,676
| New | +$3.24M | 2.29% | 13 |
|